Corient Private Wealth
SYF icon

Corient Private Wealth’s Synchrony SYF Stock Holding History

Corient Private Wealth’s Portfolio SYF Stock Details SYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Sell
155,579
-26,753
-15% -$1.96M 0.02% 589
2026
Q1 		$12.3M Buy
182,332
+100,492
+123% +$7.31M 0.02% 544
2025
Q4 		$6.83M Buy
81,840
+13,504
+20% +$1.03M 0.01% 669
2025
Q3 		$4.86M Buy
68,336
+3,644
+6% +$264K 0.01% 723
2025
Q2 		$4.32M Buy
64,692
+2,419
+4% +$135K 0.01% 740
2025
Q1 		$3.3M Sell
62,273
-1,048
-2% -$64.8K 0.01% 811
2024
Q4 		$4.12M Sell
63,321
-31,892
-33% -$1.95M 0.01% 756
2024
Q3 		$4.75M Buy
95,213
+30,765
+48% +$1.49M 0.01% 765
2024
Q2 		$3.04M Buy
64,448
+3,192
+5% +$139K 0.01% 865
2024
Q1 		$2.64M Sell
61,256
-1,277
-2% -$50.9K ﹤0.01% 909
2023
Q4 		$2.39M Sell
62,533
-2,958
-5% -$93.6K ﹤0.01% 926
2023
Q3 		$2M Buy
65,491
+3,029
+5% +$101K ﹤0.01% 919
2023
Q2 		$2.12M Sell
62,462
-11,048
-15% -$337K ﹤0.01% 874
2023
Q1 		$2.14M Buy
73,510
+18,715
+34% +$629K 0.01% 822
2022
Q4 		$1.81M Buy
+54,795
New +$1.88M 0.01% 732

Other funds holding SYF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Corient Private Wealth's SYF Position: Q2 2026 in Review

Corient Private Wealth reduced its Synchrony (SYF) stake by 15% in Q2 2026, selling an estimated $1.96M and leaving 155,579 shares worth $11.8M. The position accounts for 0.02% of the portfolio, ranked #589.

Corient Private Wealth first reported a position in SYF in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.3M in Q1 2026. 1,006 funds tracked by Wall St. Rank hold SYF as of Q2 2026.

  • Corient Private Wealth held 155,579 shares of Synchrony worth $11.8M as of Q2 2026.
  • Corient Private Wealth sold 26,753 Synchrony shares in Q2 2026, an estimated $1.96M.
  • Synchrony made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #589 holding.
  • Corient Private Wealth first reported a position in Synchrony in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Synchrony position peaked at $12.3M in Q1 2026.
  • 1,006 funds tracked by Wall St. Rank held Synchrony as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.